Configure. Price. Quote. Instantly.
Enterprise quotes take days to assemble. Pricing errors reach deal desk uncaught. Your best deals cool in approval queues while competitors respond in hours.
73%more time spent creating quotes without CPQ automation (SoftClouds)
Your quoting process is a revenue bottleneck
Complex quotes take days. Errors slip through. Deal desk becomes the slowest stage in your pipeline.
To build one enterprise proposal manually
Reps pull product specs from CPQ records, cross-reference pricing in price books, and copy requirements from opportunity fields into a document. A single complex quote takes a full morning of assembly. Your pipeline sits untouched while your best reps do data entry.
“It takes them 8 minutes to enter an order. With this, it now takes 2. It's time saved. I think that's where the ROI is in my head.”
- Suhail Tikoo, IT Leader, Fortune 500 Manufacturing
Build prompts with Prompt BuilderOf quotes contain pricing or configuration errors
Manual bundle configuration across hundreds of SKUs produces incompatible selections and pricing mistakes that nobody catches until deal desk review. Every rejection adds days to the approval cycle. Your customer is waiting for a number that is already wrong.
“Why should that cost you a couple of million dollars?”
- Suhail Tikoo, IT Leader, Manufacturing/CPQ
Secure this with Security LayerOf sales reps missed quota last year
Every approval routing delay extends the sales cycle. Deal desk becomes the bottleneck nobody planned for. Competitors send quotes in 24 hours while yours sits in v14 of an internal review chain. Your deal was alive last Tuesday. Now it is cooling in someone else's inbox.
“They should be focused on the customer more than data entry.”
- Andrew Eldenburg, Sales Operations, 84.51
Automate with Flow IntegrationSales Leaders, Reclaim the Quote
AI Validates Configurations Against Product Rules
GPTfy checks bundle compatibility and flags incompatible selections before reps submit. See deal coaching applied to quoting workflows.
Quote Summaries Generated From Your CPQ Data
Prompt Builder pulls product specs, pricing, and customer requirements from CPQ records and generates proposal summaries through your preferred LLM via BYOM.
Sales Operations, End the Approval Bottleneck
Discount Validation Before Deal Desk Submission
AI validates discount requests against approval matrices and margin targets before a quote reaches deal desk. Watch the renewal assessment demo for pricing intelligence in action.
Compliance Checks That Run Before You Submit
Automated compliance checks flag exceptions before leadership review. See whitespace analysis for upsell opportunities.
Technical Directors, Secure the Pipeline
Pricing Data Masked Before It Reaches Any AI Model
GPTfy's Security Layer masks sensitive pricing tiers and contract terms before data reaches your AI provider. Full audit trails log every AI interaction.
Your AI Provider, Your Named Credentials
Connect Azure, AWS, Google, or Anthropic through Named Credentials inside your Salesforce org. Watch the RFP improvement demo.
Why Leading Companies Choose GPTfy for Salesforce CPQ
75% Faster Quote Assembly
Prompt Builder generates quote summaries from CPQ product rules and pricing data. Reps describe the deal in plain language; AI assembles the proposal. See the deal coaching demo.
Catch Pricing Errors Before Deal Desk
AI validates discount requests against approval matrices and margin targets before submission. Configuration errors surface during assembly, not during review.
One Install. Live in Hours.
Salesforce-native managed package with zero data migration. Pre-built CPQ prompt templates ship ready to use and can be customized through Prompt Builder.
Key Takeaways
- Prompt Builder generates quote summaries with brand formatting from CPQ product rules and pricing data
- AI validates discount requests against approval matrices and margin targets before deal desk submission
- Security Layer masks sensitive pricing tiers and contract terms before data reaches any AI model
- BYOM connects Azure, AWS, or Google AI via Named Credentials while maintaining Salesforce security
- 100% Salesforce-native managed package deploys in hours with zero data migration required
Frequently Asked Questions
GPTfy AI generates quote summaries and configuration recommendations from your CPQ data, helping reps create accurate proposals faster by analyzing product rules, pricing, and customer requirements.
Yes, GPTfy runs within your Salesforce security model. Raw data never leaves your infrastructure. The Security Layer masks sensitive pricing tiers and contract terms before any data reaches your AI provider. All CPQ interactions are logged with complete audit trails in Salesforce.
Absolutely. GPTfy connects to Azure, AWS, Google, or Anthropic through your existing AI infrastructure while maintaining Salesforce native security protocols and data protection.
GPTfy AI validates discount requests against approval matrices and historical deal data, scans quotes for pricing calculation errors, and ensures compliance with margin targets before submission to approval workflows.
GPTfy deploys in hours, not months, because it runs as a Salesforce-native managed package. No data migration or external integration is required. Pre-built CPQ prompt templates for quote summaries, configuration validation, and approval routing are included and can be customized through the Prompt Builder.
GPTfy's Security Layer masks sensitive pricing tiers, contract terms, and customer-specific discount structures before data reaches any AI model. All CPQ-related AI interactions are logged in a Security Audit Record with full details of what data was sent, masked, and returned for compliance review.
See AI Quoting Live
Generate quotes with AI-powered configuration and pricing validation. We'll demonstrate quote assembly, discount validation, and proposal generation using your CPQ scenarios.
Explore More Solutions
AI for Sales
AI automation for Sales Cloud pipeline and activity capture.
Bring Your Own Model
Connect OpenAI, Claude, or Azure to power CPQ intelligence.
Prompt Builder
Build quote summary prompts from your Salesforce data.
Security Layer
PII masking and audit trails for every AI interaction.
Audit Trails
Complete governance records for every CPQ AI operation.
100% Salesforce Native, AppExchange Security Approved
GPTfy runs fully inside your Salesforce org, protecting sensitive data with multi-layered PII safeguards and ensuring compliance with GDPR, FINRA, HIPAA, and more.